Bluetooth 2005: The Future is Here

SUMMARY

Bluetooth has firmly established itself as a short-range wireless solution for voice and data transmission. 2005 will represent the fourth consecutive year to see Bluetooth-enabled product shipments more than double.

Bluetooth-enabled mobile phones dominated Bluetooth-enabled product shipments in 2004. They are in turn helping Bluetooth penetration into other products, including notebook PCs, mono and stereo headsets, automobiles, and portable digital music players. New Bluetooth standards are emerging to meet increasing requirements. Chips complying with Bluetooth 2.0 + Enhanced Data Rate (EDR) are beginning to hit the market in 2005, providing both greater bandwidth and lower power consumption. In May 2005, the Bluetooth Special Interest Group announced that the Ultra-Wideband standard would become the foundation for an even higher data rate Bluetooth standard. Bluetooth will need to constantly adapt in the face of competition that includes Wireless USB, Wireless 1394 and Wi-Fi.

This report contains analysis and five-year forecasts for all Bluetooth-enabled products, including those in the PC, communications, and consumer electronics segments. The report also contains responses on Bluetooth and wireless headsets from In-Stat's annual Residential Technology Survey. Brief profiles of major Bluetooth silicon suppliers are also provided.

TABLE OF CONTENTS

• Executive Summary
• Methodology
  • Methodology for General Consumer Survey
• Bluetooth Standards & Issues
  • High Data Rate Bluetooth via UWB
  • Bluetooth 2.0 + Enhanced Data Rate (EDR)
  • PMGs are DOA
• Other Wireless Technologies
  • 802.15.4 & ZigBee
  • Ultra-Wideband (UWB) & Wireless Technologies
  • Wi-Fi
  • Near Field Communications
• 2005 Residential Technology Survey
  • Cordless Stereo Headset Interest
  • Bluetooth Familiarity
• Bluetooth-Enabled Equipment Markets & Forecasts
  • Communications
    • Digital Mobile Phones
    • Digital Cordless Phones (Broadband & Dial-Up)
    • Headsets for Mobile Phones (Mono)
    • Access Points
    • Summary
  • PCs
    • Notebook PCs
    • Desktop PCs
    • Aftermarket Adaptors & Cards
    • Summary
  • PC Peripherals
    • Printers
    • Human Input Devices
    • Summary
  • Consumer Electronics
    • Digital Still Cameras
    • Digital Camcorders
    • PDAs
    • Video Game Consoles
    • Handheld Game Consoles
    • Other
    • Summary
  • Automotive
  • Industrial & Medical
  • Other/Miscellaneous
  • Worldwide Forecast Summary
• Semiconductor Forecasts
  • Forecast Assumptions
  • Price Trends
  • Forecast by Type of Silicon Solution
• Bluetooth Silicon Competitors
  • Broadcom
  • CSR
  • GCT Semiconductor
  • Infineon Technologies
  • National Semiconductor
  • Philips Semiconductors
  • RF Micro Devices
  • STMicroelectronics
  • Texas Instruments

List of Tables

• Table 1. Bluetooth-Enabled Digital Mobile Phone Forecast 2002-2009 (Units in Thousands)
• Table 2. Bluetooth-Enabled Digital Cordless Phone System: Consumer & Business Forecast 2002-2009 (Units in Thousands)
• Table 3. Bluetooth-Enabled Mono Headset Forecast 2002-2009 (Units in Thousands)
• Table 4. Bluetooth-Enabled Access Point Forecast 2002-2009 (Units in Thousands)
• Table 5. Bluetooth-Enabled Communications Device Summary Forecast 2002-2009 (Units in Thousands)
• Table 6. Bluetooth-Enabled Notebook PC Forecast 2002-2009 (Units in Thousands)
• Table 7. Bluetooth-Enabled Desktop PC Forecast 2002-2009 (Units in Thousands)
• Table 8. Bluetooth-Enabled Adaptor & Card Forecast 2002-2009 (Units in Thousands)
• Table 9. Bluetooth-Enabled PC Summary Forecast 2002-2009 (Units in Thousands)
• Table 10. Bluetooth-Enabled Printer Forecast 2002-2009 (Units in Thousands)
• Table 11. Bluetooth-Enabled HID: Mice & Keyboard Forecast 2002-2009 (Units in Thousands)
• Table 12. Bluetooth-Enabled PC Peripheral Summary Forecast 2002-2009 (Units in Thousands)
• Table 13. Bluetooth-Enabled Digital Still Cameras Forecast 2002-2009 (Units in Thousands)
• Table 14. Bluetooth-Enabled Digital Camcorder Forecast 2002-2009 (Units in Thousands)
• Table 15. Bluetooth-Enabled PDA Forecast 2002-2009 (Units in Thousands)
• Table 16. Bluetooth-Enabled Video Game Console Forecast 2002-2009 (Units in Thousands)
• Table 17. Bluetooth-Enabled Handheld Game Console Forecast 2002-2009 (Units in Thousands)
• Table 18. Bluetooth-Enabled Other Consumer Forecast 2002-2009 (Units in Thousands)
• Table 19. Bluetooth-Enabled Consumer Electronics Summary Forecast 2002-2009 (Units in Thousands)
• Table 20. Bluetooth-Enabled Automotive Forecast 2002-2009 (Units in Thousands)
• Table 21. Bluetooth-Enabled Industrial & Medical Forecast 2002-2009 (Units in Thousands)
• Table 22. Bluetooth-Enabled Other/Miscellaneous Forecast 2002-2009 (Units in Thousands)
• Table 23. Bluetooth-Enabled Equipment by Product Segment Forecast 2002-2009 (Units in Thousands)
• Table 24. Radio, Baseband Control, Integrated RF/Baseband Forecast Revenue, Units & ASP 2002-2009
• Table 25. Summary: Bluetooth Chipset Unit Shipment & Revenue Forecast 2002-2009 (US$ and Units in Thousands)
• Table 26. Bluetooth Silicon Penetration Percentage Forecast by Bluetooth Type 2004-2009
• Table 27. Bluetooth Silicon Shipment Forecast by Bluetooth Type 2004-2009 (Units in Thousands)

List of Figures

• Figure 1. Bluetooth-Enabled Equipment Forecast by Product Segment 2002-2009 (Units in Thousands)
• Figure 2. How Interested Would You Be in Purchasing Cordless Stereo Headsets Where the Same Headset is Usable with Many Different Types of Devices? (N=265)
• Figure 3. For Which, if Any, of the Following Activities Would You Be Most Interested in Using Such a Cordless Stereo Headset? (N=150)
• Figure 4. For Which, if Any, of the Following Activities Would You Be Most Interested in Using Such a Cordless Stereo Headset?-Continued (N=150)
• Figure 5. What is the Most You Would Be Willing to Pay For a Cordless Stereo Headset that Can Be Used With the Types of Devices We Have Described? (N=150)
• Figure 6. Which of the Following Best Describes Your Familiarity with Bluetooth Wireless Technology? (N=1000)
• Figure 7. Would You Be Willing to Pay Extra For a Mobile Phone With Bluetooth Technology if it Came Bundled with a Wireless Headset? (N=1000)
• Figure 8. How Much Would You be Willing to Pay, in Total, for a Bluetooth-Enabled Mobile Phone and Wireless Headset Bundled Package? (N=344)
• Figure 9. Bluetooth-Enabled Equipment Forecast by Product Segment Forecast 2002-2009 (Units in Thousands)
• Figure 10. Bluetooth Chipset Unit Shipment Forecast 2002-2009 (Units in Thousands)
• Figure 11. Bluetooth Semiconductor Revenue vs. ASP Forecast 2002-2009 (US$ in Thousands)